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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1501
Cornerstone Wealth Group
North Carolina
$8.29M +$1.29M +17,516 +16%
IDA
1502
Intelligence Driven Advisers
California
$8.29M +$492K +6,684 +5%
TCOO
1503
Trust Company of Oklahoma
Oklahoma
$8.28M -$395K -5,372 -4%
BRC
1504
Bell Rock Capital
Delaware
$8.27M -$655K -8,900 -6%
KWM
1505
Keebeck Wealth Management
Illinois
$8.25M +$450K +6,124 +5%
SSI
1506
Scott & Selber Inc
Texas
$8.25M +$372K +5,060 +4%
IA
1507
IFG Advisory
Georgia
$8.24M -$410K -5,576 -4%
SVWAG
1508
Sound View Wealth Advisors Group
Georgia
$8.23M -$269K -3,660 -3%
PMG
1509
ProVise Management Group
Florida
$8.22M -$200K -2,716 -2%
LBC
1510
Lawrence B. Cohen
$8.22M -$512K -6,960 -5%
SWA
1511
Sutton Wealth Advisors
Florida
$8.21M +$70.6K +960 +0.7%
IWA
1512
IBEX Wealth Advisors
New Jersey
$8.2M -$77.4K -1,052 -0.8%
CFG
1513
Cooper Financial Group
California
$8.19M +$1.87M +25,428 +25%
LCM
1514
Liberty Capital Management
Michigan
$8.19M -$80.9K -1,100 -0.8%
HIM
1515
Hotaling Investment Management
Pennsylvania
$8.16M -$237K -3,220 -2%
VW
1516
Vantage Wealth
California
$8.15M -$3.44M -46,844 -27%
QPWM
1517
Quadrant Private Wealth Management
Pennsylvania
$8.14M +$2.13M +28,912 +29%
SIM
1518
Sprucegrove Investment Management
Ontario, Canada
$8.14M -$5M -68,000 -35%
MCP
1519
Mirador Capital Partners
California
$8.11M -$449K -6,112 -5%
ANRIA
1520
American National Registered Investment Advisor
Texas
$8.1M -$164K -2,224 -2%
GRP
1521
Global Retirement Partners
California
$8.09M +$870K +11,832 +10%
PP
1522
Pegasus Partners
Wisconsin
$8.09M +$268K +3,640 +3%
HC
1523
Hendley & Co
Ohio
$8.08M -$141K -1,920 -1%
NPT
1524
Nixon Peabody Trust
Massachusetts
$8.08M -$510K -6,940 -5%
NFG
1525
Nations Financial Group
Iowa
$8.08M -$85.9K -1,168 -0.9%
59 60
61
62 63